Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $389,520 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,492 | $100,179-28.6% | $84,015-14.9% | $89,569-20.2% |
| Participation rate | 23.9% | 54.1%-30.2pp | 69.0%-45.1pp | 69.6%-45.7pp |
| Annual return | 23.78% | 22.50%+1.3pp | 71.31%-47.5pp | 34.56%-10.8pp |
| Employer contribution / active EE | $566 | $816-30.7% | $1,983-71.5% | $2,584-78.1% |
| Participant deferral / active EE | $763 | $1,459-47.7% | $3,239-76.4% | $4,220-81.9% |
| Admin fee / account holder | $78 | $72+8.4% | $6,101-98.7% | $72+9.2% |